Taxing Issues for Investors: A Preview of AAII’s 2020 Tax Guide

The American Association of Individual Investors held a live event on Wednesday, December 9, 2020, with AAII’s Charles Rotblut.

AAII publishes the Individual Investor’s Guide to Personal Tax Planning each December to update members on the latest laws and rulings of interest to investors. AAII Journal editor Charles Rotblut previews the 2020 tax guide, which covers this year’s changes—including the CARES Act—and next year’s tax rates, deductions and exemptions. Find out what you need to know before the end of the year to best handle the tax liability of your investments and potentially lower your tax bill.

An Offer in Time for the Holidays: Give the Gift of AAII! If you enjoyed this webinar and the tax guide information provided by AAII, please consider helping others access the same analysis through a gift membership to AAII! For the 2020 holidays, we’re offering a deeply discounted life membership for just $290 (members can also gift a one-year subscription for $49). To order, please call 312-676-4307.

AAII Articles
Just released:
The Individual Investor’s Guide to Personal Tax Planning 2020 (https://www.aaii.com/journal/article/13287-the-individual-investors-guide-to-personal-tax-planning-2020)
Guide to Tax on Your Personal Investments 2020 (https://www.aaii.com/journal/article/13288-guide-to-tax-on-your-personal-investments-2020)

Tax Rule Changes:
Tax Guide Update: Staying Current on the New Rules (https://www.aaii.com/journal/article/11618-tax-guide-update-staying-current-on-the-new-rules)
The Top SECURE Act Provisions Individual Investors Should Be Aware Of (https://www.aaii.com/journal/article/10968-the-top-secure-act-provisions-individual-investors-should-be-aware-of)
Inherited IRA Rules Before and After the SECURE Act (https://www.aaii.com/journal/article/12099-inherited-ira-rules-before-and-after-the-secure-act)

IRAs and Roth IRAs:
Strategies for Managing Required Minimum Distributions (https://www.aaii.com/journal/article/strategies-for-managing-required-minimum-distributions)
Roth Versus Traditional IRA Decision Tree (https://www.aaii.com/journal/article/10792-roth-versus-traditional-ira)
Roth IRA Conversion Spreadsheet (https://www.aaii.com/journal/article/roth-ira-conversion)
State Law May Protect Inherited IRA Assets From Creditors (https://www.aaii.com/journal/article/10439-state-law-may-protect-inherited-ira-assets-from-creditors)
Supreme Court: No Bankruptcy Protection for Inherited IRAs (2014) (https://www.aaii.com/journal/article/supreme-court-no-bankruptcy-protection-for-inherited-iras)
New Rules for IRA Rollovers (2014) (https://www.aaii.com/journal/article/new-rules-for-ira-rollovers)
Be Aware of IRA Rollover Rules (2014) (http://www.aaii.com/journal/article/be-aware-of-ira-rollover-rules)

Online Tax Services:
The Most Popular Tax Preparation Services Used by AAII Members (https://www.aaii.com/journal/article/10374-the-most-popular-tax-preparation-services-used-by-aaii-members)

Charitable Trusts:
The Advantages of Charitable Trusts (https://www.aaii.com/journal/article/the-advantages-of-charitable-trusts)

Charles’ Investor Update Columns
What to Do With the Stimulus Check (https://www.aaii.com/investor-update/article/What-to-Do-With-the-Stimulus-Check)
The CARES Act and Tax Rule Changes (https://www.aaii.com/investor-update/article/The-CARES-Act-and-Tax-Rule-Changes)
Considerations for Roth IRA Contributions and Conversions (https://www.aaii.com/investor-update/article/Considerations-for-Roth-IRA-Contributions-and-Conversions)
Choosing Between a Traditional and a Roth IRA (https://www.aaii.com/investor-update/article/Choosing-Between-a-Traditional-and-a-Roth-IRA)

Charles’ Twitter (https://twitter.com/CharlesRAAII)

Other Resources, Articles Mentioned
Tax Resources That Charles Uses
IRS.gov (https://www.irs.gov)
Wolters Kluwer (https://taxna.wolterskluwer.com/federal-tax-legislation)
J.K. Lasser's Your Income Tax (https://www.jklasser.com)
The Kiplinger Tax Letter (https://store.kiplinger.com/about-the-kiplinger-tax-letter.html)
My Tax News Twitter List (https://twitter.com/i/lists/222880188)
TurboTax (https://turbotax.intuit.com)
AAII Tax Guide (http://www.aaii.com/guides/taxguide)
CapGains Valet (https://www.capgainsvalet.com)
IRS Coronavirus Tax Relief and Economic Payments (https://www.irs.gov/coronavirus-tax-relief-and-economic-impact-payments)
IRS Frequently Asked Questions on Virtual Currency Transactions (https://www.irs.gov/individuals/international-taxpayers/frequently-asked-questions-on-virtual-currency-transactions)
IRS Notice 2014-21 on Bitcoin (https://www.irs.gov/pub/irs-drop/n-14-21.pdf)
IRS Topic No. 419 Gambling Income and Losses (https://www.irs.gov/taxtopics/tc419)

January 2014 blog post by Michael Kitces:
Understanding The Two 5-Year Rules For Roth IRA Contributions And Conversions (https://www.kitces.com/blog/understanding-the-two-5-year-rules-for-roth-ira-contributions-and-conversions)

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